January 2024 ESG Summary For Risk-Managed ESG Strategy

This Month: Asset Allocation

92% equities, which is up from the month prior and spread across 80 stocks, with 8% allocated to fixed income and cash equivalents

This Month: Largest % Increases

Healthcare and consumer discretionary

This Month: Largest % Decreases

Consumer staples and materials

Last Month: Best Performers

Real estate and industrials

Last Month: Worst Performers

Energy and consumer staples

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